Trainer.crm - Course Administration Software

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Trainer.crm – Course Administration Software

Trainer.crm is a feature packed course administration software solution that helps training providers run a successful business. It is a multi-user system that organises all your customer data in one central location. Powerful Customer Relationship Management features help you get more people attending your courses. Advanced course co-ordinator functions keep a track of course dates, bookings, venues and tutors and manage the myriad of tasks that need to be completed to put on a great training course.

It’s features work together to save you time and make you more successful

See a full profile of each person – instantly know which courses a contact has attended or expressed interest in along with details of correspondence and mailings sent to them.

Track conversations with potential customers and schedule follow-up activities.

Generate highly targeted mailings with powerful search facilities.

Process new bookings quickly and easily.

Produce personalised booking documentation that can be printed or emailed with just a few clicks.

See a summary of up-coming courses with the number of bookings for each course. See how many spaces are available and build up a reserve list if courses fill up.

To Do List – see what tasks have to be completed as each course approaches.

Print delegate lists, name badges, certificates & other course info.

Email pre and post-course documentation to all delegates.

Produce a large range of reports analysing the business, eg. course profit.

Our workflow has been totally transformed by Trainer.crm. The software has allowed us to incorporate much more interaction with our students and control over processes, while at the same time we have been able to reduce our staffing levels.

Marketing Manager, The Publishing Training Centre

The number of hours spent on pre and post course administration has reduced dramatically. This is most evident in the administration of our accredited courses where administration hours have dropped by over 50%.

Managing Director, LMI Ireland

COURSE CO-ORDINATOR

Keep track of your courses, course dates, bookings, venues and tutors/speakers. Course administration tasks can be completed in a fraction of the time it takes to produce them manually. Although data like a delegate’s name is only entered once, it is used in many places. For example, it is used to quickly produce letters, pre-course questionnaires, personalised joining instructions, delegate lists, name badges, evaluation forms, follow-up letters and much more.

Personalised booking documentation including a sales invoice, joining instructions and delegate questionnaire can be produced in less than 30 seconds.
A To Do diary reminds course administrators what tasks need doing each day to prepare for each course.

CORRESPONDENCE

Letters and emails can be sent to anyone in the contact list directly from the system.

All correspondence sent to a person can be viewed with the click of a button.
Shared access means that users can see correspondence sent by their colleagues.

ACTIVITY

Store details of all conversations you have with each contact and schedule follow-up calls for the sales team. Over time you build up a complete history of your dealings with each contact on the system. See details of any conversation that anyone from your organisation has had with your contacts.

The sales team can schedule their calls and know that they will not forget to follow up any leads as Trainer.crm will remind them when they are due to make that call.
They can, at any time, see a list of missed and future calls.

CAMPAIGNS

Select groups of people and/or companies and send email campaigns and printed mailings. The system merges the address details with the text of the mailing and prints or emails the campaign, as required.

Powerful search capabilities let you produce highly targeted mailing lists.
A complete history of campaigns is kept so you can see who was included in each campaign.

RESOURCE SCHEDULER

See the course calendar and schedule your tutors, venues and equipment in a calendar style interface

It links with the Activity module so you can also see what follow-up actions you are scheduled to do on each day.
See which course preparation tasks need to be done on each day.

INVOICING

Create, email and print sales invoices in Trainer.crm. Invoices can be created quickly and easily at the time a booking is made or as the course approaches.

Send reminder letters and statements to those who have not paid.
Links can be created to your accounting package so that invoices are also created in your accounts system.

PURCHASING

Create purchase orders and link them to the courses they relate to.

Keep track of the costs associated with each course.
When combined with the invoicing module you can quickly see the profitability of each course.

CASH BOOK

Track payments received against your invoices.

WEBSITE INTEGRATION

A REST API lets you turn your website into a dynamic, constantly up-to-date site. Course listings that show courses that have been and gone waste your customers’ time and could lose you business. Your database already holds details of your courses and course dates. By using this to power your website it will automatically display future course dates only.

You only need to update Trainer.crm as you add new dates.
Online bookings can be pushed to Trainer.crm.
You are notified of online bookings that need processing.

Trainer.crm has enabled us to simplify a very complicated and paper-heavy training administration system.

Commercial Director, Norfolk Training Services

Trainer.crm has allowed us to update and track our course provision ensuring we maximise our bookings

Head of Commercial, West Anglia Training Association